THE WHITEHALL AND INDUSTRY GROUP

Charity number: 1061584
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

WIG is an independent,not-for-profit membership organisation that builds understanding and co-operation between the public,private and voluntary sectors by connecting top leaders to create better-informed policy, share best practice and enhance leadership across all sectors for the greater public good. It achieves this through a comprehensive programme of events, placements and training.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£3,243,662

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Donations and legacies £0
Charitable activities £3.24m
Other trading activities £0
Investments £0
Other £0

Total expenditure:
£2,882,261

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Raising funds £0
Charitable activities £2.88m
Other £0

£0 investments gains (losses)

Total income includes £1,513,693 from 117 government contract(s)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £0
Charitable expenditure £2.88m
Retained for future use £361.40k

People

31 Employee(s)

11 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 2
£70k to £80k 4
£120k to £130k 1

One or more of the employees were formerly trustees

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Education/training
Who the charity helps:
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
How the charity helps:
  • Provides Human Resources
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Throughout England And Wales
  • Northern Ireland
  • Scotland

Governance

Registration history:
  • 26 March 1997: Standard registration
Organisation type:
Charitable company
Other names:
  • WIG (Working name)
Company number:
03340252 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Fiona Michelle Ryland Trustee 30 September 2024
THE TALENT FOUNDRY TRUST
Received: On time
Sam Lister Trustee 01 April 2024
None on record
Jasvinder Deo Trustee 25 September 2023
None on record
Maria Lane Trustee 25 September 2023
None on record
Melbourne Barrett Trustee 25 September 2023
None on record
Gareth Davies Trustee 25 September 2023
THE CHRIS MARTIN FOUNDATION TRUST
Received: On time
Barbara Bennett Trustee 25 September 2023
None on record
Juliet Chua Trustee 01 March 2022
None on record
Andrew Philip Pierpoint Miles Trustee 01 January 2022
None on record
KATE STEPHENS Trustee 01 October 2020
None on record
RACHEL SANDBY-THOMAS Trustee 13 November 2017
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £2.58m £2.35m £2.96m £2.84m £3.24m
Total expenditure £2.55m £2.37m £2.68m £2.69m £2.88m
Income from government contracts £848.60k £903.45k £1.04m £1.47m £1.51m
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies £0 £0 £0 £0 £0
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £2.58m £2.35m £2.96m £2.84m £3.24m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £3.42k £1.97k £0 £0 £0
Income - Other £0 £0 £0 £0 £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £2.55m £2.37m £2.68m £2.69m £2.88m
Expenditure - Raising funds £0 £0 £0 £0 £0
Expenditure - Governance £126.59k £130.47k £103.46k £91.22k £79.00k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £133.43k £100.43k £91.20k £56.47k £29.33k
Long-term investments £0 £0 £0 £0 £0
Other assets £3.04m £3.00m £3.47m £3.71m £4.08m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £2.04m £1.98m £2.16m £2.22m £2.19m

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2024 25 September 2024 On Time
Accounts and TAR 31 March 2024 25 September 2024 On Time Download Open in new window
Annual return 31 March 2023 30 July 2024 181 days late
Accounts and TAR 31 March 2023 30 July 2024 181 days late Download Open in new window
Annual return 31 March 2022 06 January 2023 On Time
Accounts and TAR 31 March 2022 06 January 2023 On Time Download Open in new window
Annual return 31 March 2021 17 January 2022 On Time
Accounts and TAR 31 March 2021 17 January 2022 On Time Download Open in new window
Annual return 31 March 2020 21 January 2021 On Time
Accounts and TAR 31 March 2020 21 January 2021 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES INCORPORATED 20/03/1997 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 18/11/2009 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 16/02/2011 AS REGISTERED AT COMPANIES HOUSE ON 09/03/2011 as amended on 20 Feb 2023

Charitable objects

TO PROMOTE FOR THE PUBLIC BENEFIT: (A) THE EFFICIENT PUBLIC ADMINISTRATION OF GOVERNMENT AND PUBLIC SERVICE, BY MEANS OF THE PROVISION FOR PUBLIC SERVANTS, INCLUDING CIVIL SERVANTS, MEMBERS OF THE DIPLOMATIC SERVICE, STAFF OF LOCAL AUTHORITIES AND EMPLOYEES OF OTHER PUBLICLY FUNDED BODIES (INCLUDING NATIONALISED INDUSTRIES AND THE BANK OF ENGLAND) OF PROGRAMMES OF STUDY, RESEARCH, EDUCATION AND TRAINING ABOUT THE ORGANISATION AND PRACTICE OF INDUSTRY AND COMMERCE AND THE VOLUNTARY SECTOR IN THE UNITED KINGDOM AND EUROPEAN UNION; (B) INDUSTRY AND COMMERCE, BY IMPROVING IN INDUSTRY AND COMMERCE THE UNDERSTANDING OF THE ORGANISATION AND PRACTICE OF THE ADMINISTRATION OF GOVERNMENT AND OF THE VOLUNTARY SECTOR BOTH IN THE UNITED KINGDOM AND EUROPEAN UNION, BY MEANS OF PROGRAMMES OF STUDY, RESEARCH, EDUCATION AND TRAINING; AND (C) TO PROMOTE FOR THE PUBLIC BENEFIT THE EFFICIENT PUBLIC ADMINISTRATION OF GOVERNMENT AND PUBLIC SERVICE BY IMPROVING IN THE VOLUNTARY SECTOR THE UNDERSTANDING OF THE ORGANISATION AND PRACTICE OF THE ADMINISTRATION OF GOVERNMENT AND OF INDUSTRY AND COMMERCE BOTH IN THE UNITED KINGDOM AND EUROPEAN UNION, BY MEANS OF PROGRAMMES OF STUDY, RESEARCH, EDUCATION AND TRAINING.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Contact information

Address:
THE WHITEHALL & INDUSTRY GROUP
80 PETTY FRANCE
LONDON
SW1H 9EX
Phone:
02072221166
Email:
executive.support@wig.co.uk
Website:

No information available